We are live on ! Find out more
RSPT icon

Invesco S&P 500 Equal Weight Technology ETF
RSPT

224 hedge funds and large institutions have $631M invested in Invesco S&P 500 Equal Weight Technology ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 9

17% more funds holding

Funds holding: 191 → 224 (+33)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

12% more capital invested

Capital invested by funds: $562M → $631M (+$68.8M)

1.55% more ownership

Funds ownership: 345.28% → 346.82% (+1.5%)

22% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 74

Holders
224
Holders Change
+33
Holders Change %
+17.28%
% of All Funds
4.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
43
Increased
58
Reduced
74
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
Advisor Group
Arizona
+$18M
2
OIA
OneDigital Investment Advisors
Kansas
+$3.04M
3
RJA
Raymond James & Associates
Florida
+$3.01M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2.68M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$2.65M

Top Sellers

1
PVH
Psagot Value Holdings
Israel
-$14.1M
2
Goldman Sachs
Goldman Sachs
New York
-$7.18M
3
Jane Street
Jane Street
New York
-$5.95M
4
IMC Chicago
IMC Chicago
Illinois
-$4.04M
5
Wells Fargo
Wells Fargo
California
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
151
Mutual Advisors
Nebraska
$248K +$235K +12,530 New
Neuberger Berman Group
152
Neuberger Berman Group
New York
$240K – – –
KCM
153
Kathmere Capital Management
Pennsylvania
$238K +$225K +12,000 New
APA
154
American Portfolios Advisors
New York
$228K +$23.5K +1,250 +12%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$226K +$214K +11,410 New
BPWA
156
Beacon Pointe Wealth Advisors
California
$224K +$188 +10 +0.1%
Truist Financial
157
Truist Financial
North Carolina
$223K +$211K +11,260 New
JWCA
158
J.W. Cole Advisors
Florida
$222K +$211K +11,220 New
HTC
159
Haverford Trust Company
Pennsylvania
$218K +$206K +11,000 New
PMG
160
ProVise Management Group
Florida
$218K +$207K +11,030 New
CIC
161
Carnegie Investment Counsel
Ohio
$216K +$205K +10,900 New
Fidelity Investments
162
Fidelity Investments
Massachusetts
$215K -$58.2K -3,100 -22%
FLPIM
163
F.L. Putnam Investment Management
Massachusetts
$209K +$198K +10,550 New
LCM
164
Liberty Capital Management
Michigan
$203K +$192K +10,250 New
SPIA
165
Steward Partners Investment Advisory
New York
$179K +$75.1K +4,000 +79%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$161K +$188 +10 +0.1%
EP
167
Eudaimonia Partners
Tennessee
$153K +$145K +7,750 New
KPCM
168
Kings Point Capital Management
New York
$149K +$121K +6,460 +604%
SBSB
169
Sullivan, Bruyette, Speros & Blaney
Virginia
$136K – – –
PCA
170
Peddock Capital Advisors
Massachusetts
$125K +$118K +6,300 New
VCM
171
Vigilant Capital Management
Maine
$116K +$110K +5,840 New
AWM
172
AllSquare Wealth Management
New York
$114K – – –
FHA
173
Flagship Harbor Advisors
Massachusetts
$112K – – –
NFG
174
Next Financial Group
Texas
$106K – – –
LFG
175
LifePlan Financial Group
Ohio
$97K – – –
5 6
7
8 9

RSPT Hedge Fund Activity: Q4 2019 in Review

224 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2019, worth a combined $631M — up 12% from $562M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new RSPT positions and 9 closed out — a net gain of 34 holders — while 58 added to existing stakes and 74 trimmed.

The largest buyer was Advisor Group, adding an estimated $18M. The largest seller was Psagot Value Holdings, cutting an estimated $14.1M.

  • 224 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2019, up from 191 in Q3 2019.
  • Funds reported $631M of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 43 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2019 and 9 closed out, a net change of +34 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2019 was Advisor Group, an estimated $18M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2019 was Psagot Value Holdings, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2019.